Turn vendor research into a signature request
Find the details you need on a vendor site, then get the agreement moving without rebuilding the context by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Document
Send a document to recipients for e-signature.
Why this helps
Vendor research and contract sending happen in separate tools, so details get copied by hand and agreements sit unsent.
- Reduce manual copying between vendor research and contract preparation.
- Keep website findings with the signing request context.
- Move qualified vendors to signature with fewer follow-up steps.
Setup
Build it in a few focused steps.
- 1Connect Airtop and BoldSign once in the Notis portal.
- 2Create an automation in Notis and describe how Airtop should find vendor details and which agreement to send through BoldSign.
- 3Choose the webhook trigger that starts the automation after Airtop finishes its research run.
- 4Choose where Notis should send run reports.
- 5Test with one real vendor and confirm the right document and recipient are used.
Questions about this workflow
Does this workflow create an agreement from website text?
No. The BoldSign Send Document action sends a document available to the connected workflow. Specify the approved agreement source and do not ask Notis to invent legal terms.
What should Airtop collect?
Name the vendor details needed to identify the signer and the correct agreement. If the website does not provide a required detail, have Notis report the gap instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Boldsign. A trigger fires from one place; an action lands in another.
Airtop triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
Retrieve details for a brand by its identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
List all brands in the account.
Create Custom Field
Create a custom field for a specific brand.
Edit Custom Field
Edit an existing custom field.
List Behalf Documents
List documents sent by you or on behalf of other users.
Edit Document (Beta)
Edit a draft or sent document before it is finalized.
Extend Document Expiry
Extend a document’s expiry date before it is signed.
List Documents
List documents in My Documents.
Connect any two apps with Notis in the middle.
Airtop and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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